WI
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Westbourne Investments’s Realty Income O Stock Holding History

Westbourne Investments’s Portfolio O Stock Details O Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$866K Buy
14,150
+6,590
+87% +$413K 0.41% 64
2025
Q4 		$426K Buy
7,560
+1,700
+29% +$98.4K 0.2% 97
2025
Q3 		$340K Buy
5,860
+880
+18% +$51.3K 0.16% 93
2025
Q2 		$287K Sell
4,980
-320
-6% -$18.1K 0.15% 108
2025
Q1 		$307K Buy
5,300
+200
+4% +$11.1K 0.19% 106
2024
Q4 		$272K Buy
+5,100
New +$297K 0.16% 102

Other funds holding O

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Westbourne Investments's O Position: Q1 2026 in Review

Westbourne Investments increased its Realty Income (O) stake by 87% in Q1 2026, buying an estimated $413K and bringing the position to 14,150 shares worth $866K. The position accounts for 0.41% of the portfolio, ranked #64.

Westbourne Investments first reported a position in O in Q4 2024 and has held it in 6 quarters since. 1,437 funds tracked by Wall St. Rank hold O as of Q1 2026.

  • Westbourne Investments held 14,150 shares of Realty Income worth $866K as of Q1 2026.
  • Westbourne Investments bought 6,590 Realty Income shares in Q1 2026, an estimated $413K.
  • Realty Income made up 0.41% of Westbourne Investments's portfolio in Q1 2026, its #64 holding.
  • Westbourne Investments first reported a position in Realty Income in Q4 2024 and has held it in 6 quarters since.
  • 1,437 funds tracked by Wall St. Rank held Realty Income as of Q1 2026.

Based on Westbourne Investments's 13F filing for Q1 2026, filed 15 May 2026.